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CPD webinars

On demand webinarBusiness ReliefCPD activity

Estate planning series: Part 1 – modern estate planning

With the tax changes announced at the recent budget, more families are finding themselves within the scope of inheritance tax - often without realising it. This two-part webinar series aims to help advisers support clients earlier, navigate planning complexities and deliver better long-term outcomes across generations.

Duration: 55mins
On demand webinarBusiness ReliefCPD activity

Introduction to inheritance tax

Business Development Managers Nick Bird and Steve Godfrey give an introduction to inheritance tax, discussing a number of available estate planning solutions. This session is CPD accredited.

Duration: 54mins
On demand webinarVenture Capital TrustsCPD activity

Identifying clients who could benefit from a VCT

Business Development Managers Jim Cavey and Peter Marsland give an introduction to venture capital trusts (VCTs) and discuss client planning ideas where VCTs could be used. This session is CPD accredited.

Duration: 38mins

An award-winning investment provider

Octopus has won numerous awards, including the Five Star Investment Provider Award at the Financial Adviser Service Awards, voted for by financial advisers, ten years running.